Podcasts about morningstar

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Latest podcast episodes about morningstar

Chapelwood Sanctuary Podcast
Jesus, the Bright Morning Star (Peace with Justice Sunday) (9:45 A.M. Contemporary)

Chapelwood Sanctuary Podcast

Play Episode Listen Later Jun 1, 2025


End of Days
Trump Jesus, The Ghetto Pardons, Trannies On Parade - Lee Austin

End of Days

Play Episode Listen Later Jun 1, 2025 55:19


From The Patreon Vault: Lee Austin EP.119 Sign up Today! Lee Austin is the author of Morning Star's Tale, a novel narrated by Lucifer, also known as the "Father of Lies." The book presents itself as Lucifer's revelatory confession, blending hubris, disdain, and a provocative narrative style. Lucifer discloses secrets of his occultic kingdom, the structure of the universe (including controversial topics like the flat earth theory), and explores themes such as alchemy, numerology, Kabbalah, and the DNA structure of man. The novel is noted for its divisive and thought-provoking approach, challenging readers to reconsider accepted truths and sparking theological debate.

Free Birth Society
“I Will Walk in the Creek Again” with Sister MorningStar

Free Birth Society

Play Episode Listen Later May 30, 2025 127:50


To close this season, I wanted to bring you a guest whose presence and legacy transcend words, so I invited back the legendary elder midwife, @sistermorningstar.In this powerful and intimate conversation, Sister MorningStar shares the stories of her three births, her lifelong devotion to traditional midwifery, and the extraordinary account of being put on trial for standing by a mother through a stillbirth at home. This episode is a testament to integrity, to ancestral memory, and to the unshakable fire it takes to stand for women in a culture that does not.✨ That's a wrap on Season Eight. Deep gratitude to every woman who has shared her story on this podcast, and to all of you who continue to witness and walk this path with us.

Investing Insights
13 Elite Companies With Fast-Growing Dividends

Investing Insights

Play Episode Listen Later May 30, 2025 13:55


David Harrell, editor of Morningstar's DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter's annual Dividend Growers list. Harrell also discusses how to approach dividend investing.What Qualifies a Dividend Stock to Be on the DividendInvestor's Annual Dividend Growers List?13 Elite Companies With Fast-Growing DividendsThis part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor's DividendGrowers list and a follow-up question about companies that weren't included was inadvertently cut during production. The episode has been updated to restore this information.Why These Companies Failed to Make the Dividend Growers List in 2025Which Companies Were ‘Near Misses' for the Dividend Growers List?Why Are Higher-Yielding Dividend Stocks Absent?Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon  Is Double-Digit Dividend Growth Sustainable for Companies?Which Companies Are on Track to Appear on Next Year's Dividend Growers' List? What Investors Need to Know Before Investing in Dividend StocksUndervalued Dividend Growers Stock Picks Read about topics from this episode.  Subscribe to the Morningstar DividendInvestor newsletter.Stocks With 5 Years of Double-Digit Dividend Increases7 Undervalued Stocks that Just Raised Dividends10 Top-Performing Dividend StocksWhat You're Getting Wrong About Dividend InvestingThe 10 Best Dividend StocksThese Dividend Aristocrats Provide Appealing Consistency for Investors What to watch from Morningstar. The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Radio Astronomy
Venus is a Morning Star and Mars meets the Lion's heart

Radio Astronomy

Play Episode Listen Later May 29, 2025 33:22


Find out how to see bright planet Venus in the early morning before sunrise, and track the Red Planet Mars as it passes near Regulus, the brightest star in the constellation Leo. Our new monthly version of Star Diary is hosted by Pete Lawrence and Paul Abel. Learn more about your ad choices. Visit podcastchoices.com/adchoices

mars lion morningstar regulus red planet mars paul abel pete lawrence
Sound Investing
Vanguard vs. Mutual Shares, Who is the Long Term Champ

Sound Investing

Play Episode Listen Later May 28, 2025 32:28


In this episode, Paul Merriman details his upcoming presentations at Western Washington University, where he will be connecting with students, professors, and staff about the critical importance of personal finance education. Paul also gives practical investing advice, including a hands-on guide to using Morningstar's chart and comparison tools to analyze mutual funds and ETFs.Special Feature: Free Online Financial Literacy CoursePaul spotlights a fantastic, free multi-week financial literacy course led by Alan and Katie Donoghan—nationally recognized educators from the UK. This course is perfect for first-time investors of any age, as well as anyone looking to build a solid foundation in personal finance.Course Dates:The next session starts 2 June 2025 at 8pm UK time. Sessions run weekly throughout the summer.What's included: Engaging lessons on investing basics, budgeting, mortgages, and money management—delivered in a fun, approachable style.Format: Live online sessions (with replays on YouTube), each followed by an expert Q&A.Who's it for: Anyone—from college students to adults in their 40s or 50s—looking to take control of their financial future.Previous students give rave reviews: Over 15,000 people have enrolled, with glowing testimonials from participants who now feel confident and empowered about their finances.How to join: Register here for free and find the intro video and full schedule. All sessions are accessible worldwide.Morningstar Tools & Tables Referenced:Paul walks listeners through using Morningstar's chart and comparison features, specifically referencing the following funds and time periods:VFINX (Vanguard 500 Index Fund):Time period: From August 31, 1976 to May 23, 2025Used to illustrate long-term S&P 500 performanceTESIX (Franklin Mutual Shares Fund):Time period: From August 31, 1976 to May 23, 2025Compared side-by-side with VFINX to show how a value fund performed versus the S&P 500 over nearly 50 yearsDFLVX (DFA US Large Cap Value Fund):Time period: From 1993 to 2025Compared with TESIX and VVIAX for large cap value performanceVVIAX (Vanguard Value Index Fund):Time period: From 1993 to 2025Used for comparison with DFLVX and TESIXDFSVX (DFA US Small Cap Value Fund):Time period: From 2000 to 2025Compared with TESIX for small cap vs large cap value performanceAVUV (Avantis US Small Cap Value ETF):Time period: From 2021 to presentCompared with DFLVX and VVIAX for recent small cap value performanceHow Paul Uses Morningstar:On Morningstar, Paul suggests:Navigating to the “Chart” tab for each fundSelecting “Max” to see the longest available performance historyEntering ticker symbols (like VFINX, TESIX, DFLVX, VVIAX, DFSVX, AVUV) in the “Compare” box to view multiple funds together- make sure any funds being compared to the primary fund have a track record from a date at least as long as the primary fundUsing Morningstar's Chart and Compare tools:Compare VFINX vs TESIX (1976–2025)Compare DFLVX, VVIAX, and TESIX (1993–2025)Compare DFSVX vs TESIX (2000–2025)Compare AVUV vs DFLVX and VVIAX (2021–present)PDF showing the above comparisons

BeursTalk
Beleggers zijn content met NN Group

BeursTalk

Play Episode Listen Later May 28, 2025 36:21


Beleggen in verzekeraars mag dan saai zijn, voor je rendement is het prima om in je portefeuille te hebben. Dat geldt in ieder geval voor NN Group, dat afgelopen week beleggers bijpraatte over de stand van zaken bij het bedrijf. Schokkend was de sessie niet, maar dat is voor de experts ook niet nodig. "Ze zitten wat agressiever in een aantal ratio's. De aangekondigde aandeleninkoop is met 300 miljoen wel wat onder verwachting", zegt Wilbert Aarts van Bond Capital Partners, "maar de koers is dit jaar al bijna 28 procent opgelopen." Hij heeft NN Group dan ook voor zijn klanten in portefeuille. Riaan Prinsloo van ING is het grotendeels eens met Wilbert. "NN streeft naar een kapitaalgeneratie van 2,2 miljard in 2028. Dat is een mooie groei van 7 à 8 procent." Riaan constateert verder dat NN goedkoper is dan z'n Europese concurrenten, maat wat ik echt mooi vind is het dividendrendement van tegen de 10 procent." De markt is rustig, maar er is nog steeds onzekerheid over de houding van Trump. Markten reageren nu eenmaal volatiel op zijn uitlatingen. Tegelijkertijd staat de fear & greed-index op greed, dus er zit best veel kracht in de markt, mensen willen wel beleggen. Ook het feit dat Europa en de VS weer in gesprek zijn over de handelstarieven doet het sentiment goed. Verder in de podcast o.a. aandacht voor Heineken, Nvidia ('preview') en ING die wellicht een bankvergunning aanvraagt in de VS. Natuurlijk bespreken we de luisteraarsvragen en geven de experts hun tips. Wilbert tipt een Nederlands industrieel concern, Riaan tipt een ETF met de ISIN-code IE00BMFKG444. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, word dan Premium lid van BeursTalk. Tot en met 8 juni kost een maandabonnement geen 9,95, maar de eerste drie maanden slechts 7,50 – bijna 25 procent voordeel – en een jaarabonnement is zelfs zo’n 30 procent goedkoper: normaal 99 euro, maar nu betaal je het eerste jaar slechts 70 euro. Voor een maandabonnement is de kortingscode MAAND750, voor een jaarabonnement is dat JAAR70. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn behandel ik deze week een crypto-ETN die nog niet zo lang geleden is gelanceerd en we bespreken crypto-ETF die in april volgens Morningstar de best presterende ETF was. De nieuwe ETN is de VanEck Celestia ETN, die belegt in de TIA token. Celestia biedt een netwerk dat het voor ontwikkelaars mogelijk maakt om eigen applicaties of blockchain te maken. Best ingewikkeld, fijn dus dat Martijn even haarfijn uitlegt wat het platform behelst. Daarnaast bespraken we een ETF die breder in de cryptosector belegt, de VanEck Crypto and Blockchain Innovators UCITS ETF. Zoals gezegd, een ETF die het in april heel goed deed, maar Martijn is de eerste om te erkennen, dat zo'n goede performance - zeker bij crypto - erg volatiel is. Martijn vertelt je er alles over, geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

The Long View
Jason Zweig: Revisiting ‘The Intelligent Investor'

The Long View

Play Episode Listen Later May 27, 2025 55:29


On this week's episode, we're pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street Journal and has published a number of popular and critically acclaimed books on investing and finance, including Your Money and Your Brain and The Devil's Financial Dictionary. In his most recent project, Jason published an update of Ben Graham's classic book, The Intelligent Investor. And we've devoted a portion of today's episode to delving into Graham and the Intelligent Investor with Jason. Please note that we recorded this interview on April 8, 2025.BackgroundBioYour Money and Your Brain: How the New Science of Neuroeconomics Can Help Make Your RichThe Devil's Financial DictionaryTariffs and TIPS“Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves,” by Jason Zweig, wsj.com, April 4, 2025.“The Mistake You're Making in Today's Stock Market—Without Even Knowing It,” by Jason Zweig, wsj.com, April 25, 2025.“Four Questions You Should Ask to Combat the Market Chaos,” by Jason Zweig, wsj.com, April 10, 2025.“Inflation Isn't Going Away? Some Tips on How to Buy TIPS,” by Jason Zweig, wsj.com, Feb. 14, 2025.The Intelligent InvestorThe Intelligent Investor: The Definitive Book on Value Investing, by Benjamin GrahamThe Intelligent Investor Third Edition: The Definition on Value Investing, by Benjamin Graham and updated with new commentary by Jason Zweig.Jonathan Clements“The WSJ's Jonathan Clements Wants to Leave a Living Legacy,” by Jason Zweig, wsj.com, May 8, 2025.“Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful,'” The Long View podcast, Morningstar.com, Dec. 26, 2023.“Jonathan Clements: ‘Life Is Full of Small Pleasures,'” The Long View podcast, Morningstar.com, Oct. 15, 2024.Private Markets“Private Markets Seem Out of Reach for Individual Investors. BlackRock Thinks It Has an Answer,” by Jason Zweig, wsj.com, Sept. 12, 2024.“You're Invited to Wall Street's Private Party. Say You're Busy,” by Jason Zweig, wsj.com, Dec. 20, 2024.“Don't Buy Into This Easy Fix for Stock-Market Craziness,” by Jason Zweig, wsj.com, April 18, 2025.Other“SEC, States Investigate Firm Holding Couple's $763,094 Retirement Fund,” by Jason Zweig, wsj.com, Dec. 4, 2024.“David Swensen's Coda,” Yale News, news.yale.edu, Oct. 22, 2021.

Bogleheads On Investing Podcast
Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri

Bogleheads On Investing Podcast

Play Episode Listen Later May 27, 2025 52:47


Jonathan Clements is a former Wall Street Journal personal finance columnist who is battling a rare form of terminal cancer, Jason Zweig is a current Wall Street Journal personal finance columnist, and Christine Benz is the director of personal finance and retirement planning for Morningstar, as well as the president of the John C. Bogle Center for Financial Literacy.    In this podcast, we discuss the Jonathan Clements Getting Going on Savings Initiative, a non-profit research project set up on Jonathan's behalf, and his new book, The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived. Tax-deductible donations for the initiative can be made at BogleCenter.net, and profits from the sale of his book also go to the initiative.    Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.  

Fintech Impact
Advyzon with Mark Netjes | E377

Fintech Impact

Play Episode Listen Later May 27, 2025 27:12


In this episode of FinTech Impact, host Jason Pereira interviews Mark Netjes, EVP of Enterprise Sales and Solutions at Advyzon. Advyzon offers an all-in-one technology platform designed to help financial advisors manage their practices efficiently. Mark discusses the origins of Advyzon, founded by Hailin Li in 2012 after his tenure at Morningstar, and the evolution of the platform from performance reporting and billing to a comprehensive suite including CRM, trading, rebalancing, client portals, document management, and outsourced investment solutions. The discussion highlights Advyzon's focus on integration, efficiency, and scalability, making it suitable for both small firms and large enterprises. They also touch on Advyzon's approach to modularity, integration with third-party software, and future developments in AI and other advanced features. Hosted on Acast. See acast.com/privacy for more information.

MorningStar Fellowship Wilmington - Podcast
Consider Him Faithful Who Made the Promise

MorningStar Fellowship Wilmington - Podcast

Play Episode Listen Later May 25, 2025


The Bid
221: A Stock Picker's Guide To Volatility: Global Equity Market Opportunities Across A Shifting Landscape

The Bid

Play Episode Listen Later May 23, 2025 20:35


It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective where he sees opportunities amidst the volatility and what history tells us to expect as we look ahead to the rest of the year.Sources: Equity Market Outlook Q2 2025, BlackRock; BlackRock Fundamental Equities, with data from Morningstar & Bloomberg as of April 30, 2025;Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68QKey moments in this episode:00:00 Stock Market Turmoil and Recovery01:22 Tony DeSpirito Gives His Q2 Outlook04:15 Historical Equity Markets Volatility06:53 Where Equity Opportunities in Volatile Markets Lie12:55 Global Market Comparisons17:34 Final Thoughts and Investor Considerations

Investing Insights
Market Volatility: The Stock Strategies That Are Paying Off in 2025

Investing Insights

Play Episode Listen Later May 23, 2025 12:52


Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year's market volatility.  What Is Factor Investing?What Factors Have the Strongest Performance Amid Market Volatility in 2025?Berkshire Hathaway and Other Low-Volatility Stocks Outperformed During Market VolatilityWhy Lower-Volatility Stocks Help With Capital Preservation in the Long TermWhich Factors Have Lagged the Broader Stock Market in 2025?Nvidia and Other Quality Stocks Underperformed During Market Volatility? How Factor Investing's Performance in 2025 Fits Into Long-Term TrendsWhy Diversification Is Key When Investing in FactorsHow Often Should Factor Investors Check Their Portfolio?How to Position a Portfolio for Future Stock Market RotationsKey Takeaways Read about topics from this episode.  How Market Turmoil Made Low-Volatility Stocks Great AgainYou're a Factor Investor. You Just May Not Know It YetPaying Attention to Investment Factors? You Should BeWhy You Shouldn't Panic Over Daily Market SwingsWhy Quality Stocks Aren't Doing Better This Year2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?Morningstar's Guide to Diversification13 Charts on Q1's Dramatic Rotation in Stocks3 Surprising Market Winners in 2025 What to watch from Morningstar. Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession? Read what our team is writing:Dan LefkovitzIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Lead-Lag Live
Inside AI: The Future of Technology Investments

Lead-Lag Live

Play Episode Listen Later May 23, 2025 29:21 Transcription Available


Technology isn't just a sector anymore—it's the driving force reshaping every industry. Whether companies are creating technology or adopting it to avoid disruption, understanding this transformation is crucial for investment success.Columbia Threadneedle's tech investment approach stands apart through its disciplined focus on three complementary buckets: moat-type businesses with sustainable competitive advantages, secular growth themes identified early, and value opportunities where market prices underestimate business quality. This balanced strategy has consistently generated top-tier returns, with their technology portfolio ranking in Morningstar's top third for 8 of the past 12 years.What truly distinguishes their approach is patience. With just 7% annual turnover, they allow investments in companies like Microsoft, Apple, Amazon, and NVIDIA to compound over many years. This long-term perspective proves especially valuable when navigating tech's inherent volatility. As portfolio manager Rahul explains, even AI—their largest investment theme since 2016—has experienced two 20% pullbacks in the last 18 months alone.Recent earnings revealed tech's continued strength, with mega-cap tech growing earnings 28% versus just 9% for the remainder S&P 493. Cloud infrastructure spending is projected to reach $390 billion this year, nearly nine times higher than a decade ago. While tariffs pose the most significant current risk, particularly for semiconductors, the team's diversified approach and deep research capabilities help manage these challenges.With technology now representing 31% of the S&P 500 and nearly half the Russell 1000 Growth Index, investors increasingly recognize the value of specialist management in this complex sector. Columbia Threadneedle's recently launched Select Technology ETF (SEMI) offers another vehicle to access their expertise alongside their established funds.Ready to enhance your portfolio with professional technology exposure? Visit Columbia Threadneedle's website to explore their SEMI ETF and discover how their research-driven approach can help navigate technology's opportunities and challenges.With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Give The People What They Want!
Will the West isolate Israel?

Give The People What They Want!

Play Episode Listen Later May 22, 2025 31:23


Israel's brutal genocide in Gaza reached new disastrous levels, and some European governments have taken a slight shift in tone of their support of Israel. Tune in for another episode of Give The People What They Want! with Zoe Alexandra, Indian journalist Prasanth R and Roger McKenzie, international editor of Morning Star, as they dig into this story and more. They discuss the ground invasion of Gaza by the Israeli Occupation Forces, talks between Iran and the United States, an update on the situation in DRC, Russian Foreign Minister Sergey Lavrov's calls for the establishment of a pan-Eurasian platform, the arrest of human rights defender Ruth Eleonora López in El Salvador as well as the upcoming elections in Venezuela.

FidelityConnects
What does a top portfolio manager look for in dividend-paying companies? – Ramona Persaud

FidelityConnects

Play Episode Listen Later May 21, 2025 14:29


Dividend-focused portfolio manager Ramona Persaud was rated by Morningstar as one of 2024's top ten female portfolio managers, based on risk-adjusted returns. For Canadian investors, Ramona manages both U.S. and global funds: Fidelity U.S. Dividend Fund, and the equities sub-portfolio manager on Global Dividend and Global Monthly Income. In today's podcast, Ramona shares what she looks for in a dividend-paying company, reflects on 2025 so far, and provides a U.S. and global outlook for the remainder of the year. This show was initially presented as a live webcast of The Upside, our investor webcast. Recorded on April 28, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The Long View
JL Collins: The (Still) Simple Path to Wealth

The Long View

Play Episode Listen Later May 20, 2025 56:47


Hi, and welcome to The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back author and blogger JL Collins. JL's first book, The Simple Path to Wealth: Your road map to financial independence and a rich, free life, was published in 2016 and has since sold more than 1 million copies. He has recently come out with a second edition of the book, which his daughter, Jess, collaborated on. In 2023, he published another book called Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence.BackgroundBioThe Simple Path to Wealth (Revised & Expanded 2025 Edition): Your Road Map to Financial Independence and a Rich, Free LifePathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence—And How to Join ThemThe Simple Path to Wealth, 4% Rule, Inflation, and Stocks“Case Study #1: Putting the Simple Path to Wealth Into Action,” by JL Collins, jlcollinsnh.com, July 10, 2023.“Things Important, and Unimportant,” by JL Collins, jlcollinsnh.com, March 1, 2023.“Stocks—Part XIII: The 4% Rule, Withdrawal Rates and How Much Can I Spend Anyway?” by JL Collins, jlcollinsnh.com, Oct. 15, 2023.“Déjà Vu All Over Again,” by JL Collins, jlcollinshh.com, April 18, 2025.“Stocks—Part IV: The Big Ugly Event, Deflation and a Bit on Inflation,” by JL Collins, jlcollinsnh.com, Nov. 16, 2023.“Stocks—Part XXII: Stepping Away From REITs,” by JL Collins, jlcollinsnh.com, May 12, 2025.“Stocks—Part XXVII: Why I Don't Like Dollar Cost Averaging,” by JL Collins, jlcollinshn.com, Jan. 8, 2024.“Stocks—Part III: Most People Lose Money in the Market,” by JL Collins, jlcollinsnh.com, Nov. 16, 2023.“Time Machine and the Future Returns for Stocks,” by JL Collins, jlcollinsnh.com, July 10, 2023.Debt Paydown“Chainsaws and Credit Cards,” by JL Collins, jlcollinsnh.com, March 30, 2023.“Stocks—Part XXVIII: Debt – The Unacceptable Burden,” by JL Collins, jlcollinsnh.com, May 12, 2025.Other“JL Collins: The Case for Simplicity,” The Long View podcast, Morningstar.com, April 5, 2022.“JL Collins: Spotlighting the Many Paths to Financial Independence,” The Long View podcast, Morningstar.com, Oct. 31, 2023.Vanguard Total Stock Market Index VTSAXBill BengenMr. Money Mustache

TD Ameritrade Network
HD Struggles as Housing Market Woes Persist

TD Ameritrade Network

Play Episode Listen Later May 20, 2025 6:56


Home Depot (HD) shares are trading lower after the home improvement retailer's in-line earnings report did little to ease concerns about a still-challenged housing market. Morningstar's Jaime Katz says consumers remain hesitant to make big-ticket purchases with mortgage rates above 7% and home supply at historic lows.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Simple, but Not Easy
Stay on Track Through Market Volatility—with Research, Not Reaction

Simple, but Not Easy

Play Episode Listen Later May 20, 2025 43:23


When markets hit a rough patch—as they did in early April—investors often lose confidence. Emotions run high after paper losses, and that's when many fall into the “ready, fire, aim” trap. Decisions become reactive, not disciplined. It's common to see investors flee to cash or pivot to more conservative positions in an effort to feel safer. But more often than not, resisting that urge is the better path. In this episode of Simple, But Not Easy, we sit down with Morningstar's Global Chief Research & Investment Officer, Dan Kemp, to explore how advisors can guide clients through uncertainty—not with bold predictions, but by remaining anchored to a clear investment philosophy.

Investing Compass
Why you should pay attention to the new super tax

Investing Compass

Play Episode Listen Later May 17, 2025 23:54


This episode runs through what the new Division 296 tax is, who it impacts, what investors should do to prepare for it.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.Shani's Future Focus column takes a deep dive into the controversial Division 296 tax - also known as the unrealised capital gains tax in super. She runs through how it works, why more Aussies are going to be impacted by it than we think and what investors can do to prepare for it.Buffett has invested for over 7 decades, where his investing style and approach has evolved. There are many lessons, quotes and soundbites that investors take from him. In this week's edition of Unconventional Wisdom, Mark has looked at 3 lessons to ignore from the Oracle of Omaha. With most Aussies now holding at least one ETF in their portfolio, it's a hard proposition to ignore for beginner investors. Following on from her previous column on the beginner ETF portfolio, this week Sim explores the Aussie equity ETF market and compares two investor favourites in this category. Joseph's featured article is the first edition of Stock Showdown, a new series that uses Morningstar insights to compare the business and investment merits of different ASX companies. To kick things off, Joseph enlisted the help of our global mining analyst Jon mills to compare BHP and Rio Tinto. How similar are the two mining heavyweights, where do they differ, and which would Jon choose if he had to? Find out in the first Stock Showdown. Hosted on Acast. See acast.com/privacy for more information.

Investing Insights
Worried About Inflation? What to Know Before Buying TIPS ETFs

Investing Insights

Play Episode Listen Later May 16, 2025 12:43


Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities.  Key Takeaways:What Are TIPS?TIPS ETFs vs. TIPSFlows Into TIPS ETFs in 2025 Surprises Morningstar's ETFInvestor EditorHow TIPS Have Performed Against the Bond Market in 2025How Higher-for-Longer Interest Rates Could Create Higher RiskShould Investors Look to Short- or Long-Term TIPS During Market Volatility?What's the Best Account to Hold TIPS ETFs?Who Should Invest in TIPS ETFs?2 Top TIPS ETFs Picks Read about topics from this episode.  Subscribe to Morningstar's ETFInvestor newsletter.TIPS Funds Gain on Fears of Inflation and Economic DownturnHow to Use TIPS in Your PortfolioWhy the Fed May Wait Until July to Cut Interest RatesInflation Was Softer in April, but Tariff Impacts Still LoomWhat Now? An Investor's To-Do List for Chaotic MarketsMorningstar′s Guide to ETF InvestingHow to Think About Time Horizons in Bond Investing6 Top-Performing TIPS Funds3 Defensive ETFs for Current Volatility What to watch from Morningstar. Market Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump's Trade War Read what our team is writing:Daniel SotiroffIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Relevant
Bright Morning Star

Relevant

Play Episode Listen Later May 14, 2025 18:13


Who doesn't love stars???

TD Ameritrade Network
Goldstein: Bullish on TSLA Robotaxi, Bearish on Deliveries & Valuation

TD Ameritrade Network

Play Episode Listen Later May 14, 2025 8:57


Morningstar has a $250 price target on Tesla (TSLA), almost $100 below where the stock currently sits. Seth Goldstein says his firm sees robotaxi as a significant profit driver for the company but doesn't see it for years down the line. He adds that deliveries are expected to remain weak for the mid-term. Seth notes that Morningstar values all of Tesla's businesses together and explains that valuation serves as a key component behind bearishness. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Nuclear Power "Quarterback" in Electricity Demand, VST Diversified Play

TD Ameritrade Network

Play Episode Listen Later May 14, 2025 6:49


"Vistra (VST) is an interesting story" in utilities, says Morningstar's Travis Miller. He says all nuclear power plays have been "hot picks" for investors but considers Vistra more diversified with its legacy non-renewable businesses. Nate Bradley says he likes the space and considers nuclear power the catalyst to a "perfect storm" of developments in A.I., EVs, and robotics.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Les concerts d'inter
Morning Star et Quinquis

Les concerts d'inter

Play Episode Listen Later May 14, 2025 55:19


durée : 00:55:19 - Côté Club - par : Laurent Goumarre - Deux nouveaux albums au programme de Côté club. "Liminal zone" pour Morning star, et "Eor" pour Quinquis - réalisé par : Stéphane LE GUENNEC

MONEY FM 89.3 - Your Money With Michelle Martin
Money and Me: From Cash Kings to Smart Allocators – Morningstar's Best Fund Bets Now

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later May 14, 2025 17:38


Cash is no longer king — but where can discerning investors redeploy with confidence? Hosted by Michelle Martin, this episode explores Morningstar’s high-conviction fund strategies for a world pivoting to rate cuts. Germaine Share, Director of Manager Research, Asia, unpacks fixed income favorites like PineBridge Asia Pacific Investment Grade Bond Fund, global equity picks such as Fidelity Global Dividend Fund, and multi-asset income approaches. We explore how Morningstar evaluates these funds for resilience, growth, and income sustainability. Gain insights into asset allocation strategies that navigate volatility while staying ahead of global monetary shifts. If you seek to protect and grow your portfolio in an evolving rate environment, this episode is a must-listen. Hear more on the picks that include Multi-Asset Income Funds and Global Dividend Bonds Funds.See omnystudio.com/listener for privacy information.

March Forth with Mike Bauman
Episode 174: Steven Aripez

March Forth with Mike Bauman

Play Episode Listen Later May 13, 2025 73:04


On this episode of March Forth with Mike Bauman, Mike chats with Steven Aripez! Aripez is an independent filmmaker from Temecula, California whose love for movies dates back to his childhood. He started taking film seriously at the age of 16, initially as a writer. Aripez wrote, produced, directed and edited his first feature film entitled The Director's Cut. Inspired in part by the style of movies like Clerks from Kevin Smith, The Director's Cut (2022) is a hangout murder mystery set in a video store. Additionally, Aripez has writer credits for The Morning Star, as well as writer and producer credits on Switchblade Holiday, and Rob, The Robber. He's also one of the brains behind The Temecula Valley Film Festival. An avid fan of horror and comedy, the next adventure for Aripez is his raunchy comedy film entitled Romancing with Herp. A nod to gutter cinema in the vein of films like Knocked Up, Superbad, and The 40-Year-Old Virgin, Aripez launched a Kickstarter for Romancing with Herp that's active through 6/5/25 to help bring independent, raunchy romcoms back to the mainstream. In this episode, Aripez talks with Mike about the genesis of Romancing with Herp, including the film's plot, getting Tober Williams, Nikki Howard, Nick Hibbitts, and Steve Bridges signed on to the movie, the Kickstarter perks for backers, his love for gutter cinema and raunchy comedies, his goal of getting a theatrical release for the movie, shooting the film locally in Temecula, and more. Follow Aripez on Instagram @aripezfilms. Follow Romancing with Herp on Instagram @romancingwithherp. To donate and help support the successful launch of Romancing with Herp, visit the Kickstarter link at https://www.kickstarter.com/projects/aripezfilms/romancing-with-herp. Every dollar counts! Follow Mike on Instagram @marchforthpod. To stay up-to-date on the podcast and learn more about Mike, visit https://linktr.ee/marchforthpod. Thanks for listening! If ya dug the show, like it, share it, tell a friend, subscribe, and above all, keep the faith and be kind to one another.

Retire With Purpose: The Retirement Podcast
499: Retirement Income Strategies to Quell Inflation Fears and Spend Comfortably with David Blanchett

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later May 12, 2025 57:04


Today, I'm thrilled to welcome David Blanchett back to the podcast. David is the Managing Director and Head of Retirement Research at PGIM DC Solutions and one of the most respected voices in retirement income planning today. You've likely come across his work in Morningstar, Kiplinger, and our Weekend Reading series—and for good reason. His research has earned accolades from nearly every major financial planning organization. In our conversation, we picked up where we left off back in Episode 55 with David's groundbreaking research on retirement spending patterns and adapting it to today's environment of elevated interest rates and persistent inflation. From challenging the idea of a "retirement crisis" that is making headlines everywhere to rethinking the 4% retirement income rule, David helps us distill the data and build income strategies grounded in behavioral and financial realities. In our conversation, we discuss the value and confidence that guaranteed lifetime income annuities provide retirees and how inflation concerns are impacting spending patterns. If you're planning your retirement or considering an adjustment to your current plan, this episode is packed with insights to help you spend your hard-earned dollars with confidence and design a secure and fulfilling retirement. In this podcast interview, you'll learn: Why “retirement crisis” is an overused headline—and why “challenge” is the better word. What David's research reveals about how real retirees spend—and why most don't adjust spending for inflation as expected. Why a 5% withdrawal rate may be more appropriate than 4% in today's interest rate environment. The behavioral power of guaranteed income—and how it gives retirees the freedom to actually enjoy their savings. How to build inflation hedges into your portfolio using tools like TIPS, annuities, and real assets. Show Notes: RetireWithPurpose.com/499

TD Ameritrade Network
Swartz: NKE Undervalued, But Turnaround not Coming ‘til 2026

TD Ameritrade Network

Play Episode Listen Later May 12, 2025 11:02


David Swartz of Morningstar covers Nike (NKE), which has a 5-star rating and $112 fair value estimate. David argues that Nike has been “very undervalued,” but isn't sure the rally will hold after its earnings report, where it is expected to report low numbers. He's looking out to 2026 for a “real turnaround” in its numbers. Tom White shows example options trades on Nike (NKE) and On Holding (ONON).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

MorningStar Fellowship Wilmington - Podcast
God's Freedom Series - The Cross: Consummation of the Ages

MorningStar Fellowship Wilmington - Podcast

Play Episode Listen Later May 11, 2025


Investing Insights
Market Volatility: The Trade Deals That Could Calm Wall Street

Investing Insights

Play Episode Listen Later May 9, 2025 17:52


Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management's Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies.Key Takeaways:What a Potential Trade Deal Between the US and UK Means for Market SentimentWhat Countries Need to Strike a Trade Deal to Calm Wall Street?What Persistent High Tariffs and Falling Imports From China Could Mean for the USHow Japan Moving Out of US Treasuries Could Rattle the Bond MarketHow Trump's Tariffs on International Movies Could Affect the Services SectorHow Tariff-Induced Market Volatility Affects the US Dollar's Strength GloballyHas Market Volatility Made the US a Risky Bet for Stock Investors?How Investors and Investment Managers Should Handle Market VolatilityWhat to Watch Before Trump's 90-Day Tariff Pause Ends Read about topics from this episode.  9 Charts on Trump's First 100 Days in the Markets 6 Charts on How Trump's Tariffs Have Upended Global Markets Q1 GDP Forecast to Show Sharp Slowdown as Imports Surge Ahead of Tariffs US-China Trade War Cause Us to Reduce Most US Independent Producers' Valuations by 2%-13% US Treasuries Sell Off as Trade War Calls Haven Status Into Question Dollar Hits 3-Year Low Against the Euro in Tariff Turmoil May 2025 US Stock Market Outlook: Eye of the Hurricane What to watch from Morningstar. Berkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump's Trade War Read what our team is writing:Dominic PappalardoIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Give The People What They Want!
Weeks where decades happen

Give The People What They Want!

Play Episode Listen Later May 9, 2025 31:27


Tune in for an episode with Zoe Alexandra, Indian journalist Prasanth R and Roger McKenzie, international editor of Morning Star, as they discuss the rising tensions between India and Pakistan, Israel's promise to expand the war on Gaza, the conflict in Haiti, resurgence of Reform UK in council elections, the protests against social security reforms in Panama as well as the 80th anniversary of Victory Day.

The Stacking Benjamins Show
Our Advice For Beginning Investors and Recent Graduates (SB1679)

The Stacking Benjamins Show

Play Episode Listen Later May 7, 2025 86:25


Your burning questions fuel this episode! Joe Saul-Sehy, OG, and special guest Christine Benz of Morningstar unpack some of the biggest questions facing investors today—especially those just starting out. We kick things off by diving deep into target date funds. They promise simplicity—but do they deliver long-term results? We explore when they work, when they don't, and what you should consider if they're part of your portfolio. Then Christine shares a graduation-season masterclass in financial advice: How to begin investing, even when you feel behind Why lifestyle creep is the silent killer of wealth The importance of building habits now that will serve you for decades Resources and reading recs that can actually move the needle for new grads (and not-so-new grads) We also answer listener questions on: Whether refinancing your mortgage is still a smart move How global shifts in labor and supply chains may impact your finances And why it's time to give your favorite retirement calculator a second look And somewhere in all this… someone may or may not reveal a dream dinner scenario that involves a pair of country music legends. But, you know, that part probably didn't happen. Probably. Whether you're just graduating, recalibrating, or rethinking your strategy entirely, this episode is your invitation to stack smarter—and have a little fun while you do it. Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Crain's Daily Gist
05/08/25: Home sellers reaching higher with asking prices

Crain's Daily Gist

Play Episode Listen Later May 7, 2025 34:39


Crain's residential real estate reporter Dennis Rodkin talks with host Amy Guth about the latest news form the local housing marketing, including how asking prices for Chicago-area homes hit record highs last month.Plus: Fed urged to reconsider Capital One's $35 billion deal for Discover, Rivian cuts EV delivery forecast and cites tariffs as hurting demand, Raja Krishnamoorthi and Robin Kelly both enter race for Durbin's seat, imperiled immigrant health programs reportedly help buoy hospitals, Morningstar will now call out lackluster private investments and Grubhub owner Wonder tops $7 billion valuation in new funding.

TD Ameritrade Network
UBER v. LYFT v. DASH: Who is Primed for Rideshare & Delivery Growth?

TD Ameritrade Network

Play Episode Listen Later May 7, 2025 7:51


Morningstar's Mark Giarelli drives investors through the state of rideshares amid continuing tariff uncertainty. He levels Uber Technologies (UBER) as the clear leader right now, but he thinks there's ways Doordash (DASH) and Lyft Inc. (LYFT) can capitalize on long-term growth.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

New Life Dresher
Sermon 268 Reject Compromise, Receive the Morning Star Revelation 2:18-29

New Life Dresher

Play Episode Listen Later May 5, 2025 39:58


Clint Estes preaches on Revelations 2:18-29 on Sunday, May 4, 2025. 

Investing Insights
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.

Investing Insights

Play Episode Listen Later May 2, 2025 22:23


Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year's Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting's analyst panel. Key Takeaways:Morningstar Analyst on Pitching Questions at Berkshire Hathaway Annual Meeting   Succession Planning for Berkshire Hathaway's Insurance Business   What Investors Need to Know About Warren Buffett's Successor   Should Greg Abel Spin Off Berkshire Hathaway's Businesses or Issue a Dividend?   What We Are Listening for From Buffett on His Stock Sales at the Berkshire Hathaway Annual Meeting 2025   Does Warren Buffett Think the US Is Still a Solid Bet?   Is Berkshire Hathaway Stock a Buy? Read about topics from this episode.  10 Questions for Berkshire Hathaway's 2025 Annual Meeting Subscribe to The Morning Filter on Apple Podcasts, or wherever you stream podcasts.What to Expect at Berkshire Hathaway's Annual Meeting Why Berkshire Hathaway's Stock is Beating the Market in 2025 What I Hope My 14-Year-Old Learned at Berkshire Hathaway's Annual Meeting Warren Buffett Dismisses Concerns About Cash Holdings 9 Charts on Trump's First 100 Days in the Markets US Treasuries Sell Off as Trade War Calls Haven Status Into Question How to Invest Like Warren Buffett The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway's Latest 13F Filing Warren Buffett Sold These 2 ETFs. Should You?  What to watch from Morningstar. Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest EggMarket Volatility: Which Investments Will Protect Your Portfolio in a Recession?Market Volatility: What Lies Ahead in Trump's Trade WarMarket Volatility: What to Watch in Q2 After Big Swings in Q1 Read what our team is writing:Greggory WarrenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Give The People What They Want!
Vietnam's victory against imperialism and our struggles today

Give The People What They Want!

Play Episode Listen Later May 1, 2025 31:40


Today marks 50 years of Vietnam's victory over US imperialism as working people prepare to commemorate International Worker's Day (May Day) across the world. Tune in for an episode with Zoe Alexandra, Indian journalist Prasanth R and Roger McKenzie, international editor of Morning Star, as they discuss the legacy of Vietnam's victory over the United States and the vibrant international anti-war movement, the looming threat of famine in Gaza, peace talks to end the war in Ukraine, UnFreedom day in South Africa, coup attempts in Burkina Faso as well the upcoming May Day celebrations.

TD Ameritrade Network
GenAI & META: Balancing Tech Evolution with Profitability

TD Ameritrade Network

Play Episode Listen Later May 1, 2025 7:36


Ahmed Khan with Morningstar says he "really liked" Meta Platforms' (META) earnings. His firm has a four-star rating on the stock with a $770 fair value estimate. When it comes to the outlook, he believes A.I. optimization in its social media platforms will serve as a primary driver for profitability by driving user and advertiser traffic. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Long View
David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them'

The Long View

Play Episode Listen Later Apr 29, 2025 49:08


Our guest on the podcast today is David Booth. He's the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017, when he stepped back from the daily management of the firm. David helped create one of the world's first index funds in the 1970s and launched the first passively managed small-company strategy in the early 1980s. He received a bachelor's degree in economics in 1968 and a master's degree in business in 1969 from the University of Kansas. In 1971, he received an MBA from the University of Chicago. Over the years, David has been a benefactor to both schools, and the University of Chicago Booth School of Business is named in David's honor. David, welcome to The Long View.BackgroundBioTune Out the NoiseDFA US Small CapDFA US Micro CapPapers Mentioned“Stocks, Bonds, Bills and Inflation: Year-by-Year Historical Returns (1926-1974),” by Roger Ibbotson and Rex Siquefield, The Journal of Business, January 1976.“The Cross-Section of Expected Stock Returns,” by Eugene Fama and Kenneth French, jstor.org, June 1992.“Why Investors Missed Out on 15% of Total Fund Returns,” by Jeffrey Ptak, Morningstar.com, Aug. 15, 2024.OtherErrol MorrisMerton MillerEugene FamaMac McQuownRex SinquefieldRobert MertonDan WheelerDaniel Kahneman“Everything You Need to Know About ‘MADOFF: The Monster of Wall Street,'” by Ingrid Ostby, netflix.com, Jan. 4, 2023.“DFA vs. Vanguard,” The Rational Reminder podcast, Episode 351, youtube.com.“PHOTOS: A Look Inside the Booth Estate,” Austin American-Statesman, Feb. 13, 2020.

Investing Insights
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Investing Insights

Play Episode Listen Later Apr 25, 2025 22:44


Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team's starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement.How ‘The State of Retirement Income' Report Helps Investors Know Their Safe Withdrawal RateConservative Estimate for Starting Safe Withdrawal RateWhy Has the Starting Safe Withdrawal Rate Gone Down? Flexible or Dynamic Strategies to Increase the Starting Safe Withdrawal Rate What Is the Spending-Ending Ratio? Retirement Spending Strategies That Leave Legacy Funds Strategies to Help Retirees Spend All Their Retirement Savings Should You Delay Social Security? What Type of Retiree Should Considering an Annuity?Pros and Cons of Deferred Annuities What's Next for 'The State of Retirement Income' Report? Read about topics from this episode.  Six Retirement Withdrawal Strategies That Stretch SavingsThe Best Ways to Maximize Your Retirement Income in 2025Navigating the Future of Retirement Income: Trends, Strategies, and InsightsMorningstar's Retirement Income Research: Reevaluating the 4% Withdrawal RuleWhat's a Safe Retirement Spending Rate for 2025?Maybe You Shouldn't Delay Taking Your Social Security Benefits After AllHow to Retire: Tips for Entering RetirementTIPS Funds Gain on Fears of Inflation and Economic DownturnHow to Use Our Retirement Income Research  What to watch from Morningstar. Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio RiskGray Divorce: How to Avoid Triggering a Costly Tax BillWhy the Bond Market Looks Brighter Than It Did in 2022Where to Find Bargain Stocks in an Expensive Market Read what our team is writing:Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Satanism and Satanic Magick with Magus Aleister Nacht
Winter Laake discusses Sanctum of the Morning Star, the Satanic Paradigm, and Satanic Singularity

Satanism and Satanic Magick with Magus Aleister Nacht

Play Episode Listen Later Apr 25, 2025 88:45


Winter Laake is a Satanic Philosopher and author of ten books. He is the founder of the Sanctum of the Morning Star. More information: https://www.Patreon.com/Satanism

Give The People What They Want!
The people and the pope

Give The People What They Want!

Play Episode Listen Later Apr 24, 2025 31:54


Tune in for an episode with Zoe Alexandra, Indian journalist Prasanth R, and Roger McKenzie, international editor of Morning Star, as they discuss the ongoing United Nations conference for reparations for enslavement, the anti-trust cases against Meta and Google, the protests against the docking of the ship Nexoe Maersk in Morocco as part of the people's arms embargo, stunted peace talks in Ukraine, the hunger strikes of Alaa Abd el-Fattah and his mother to fight for his freedom, as well the passing of Pope Francis and his legacy as a supporter of various peoples movements.

The Long View
Cullen Roche: What Tariffs Mean for Your Portfolio

The Long View

Play Episode Listen Later Apr 22, 2025 58:17


Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Discipline Fund ETF. In addition, he heads up Orcam Group, a registered investment advisory firm he established in 2012. He's authored several books, including Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance, and he has a new book coming out next year called Your Perfect Portfolio. Cullen started his career as an advisor at Merrill Lynch and worked at an event-driven hedge fund before starting his RIA firm. He received his bachelor's degree in finance from Georgetown University's McDonough School of Business. Cullen, welcome back to The Long View.BackgroundBioDiscipline FundsDiscipline Fund ETFPragmatic Capitalism: What Every Investor Needs to Know About Money and FinanceYour Perfect PortfolioTariffs and Recession“Let's Talk About Tariffs,” by Cullen Roche, disciplinefunds.com, Feb. 3, 2025.“Weekend Reading—How Did We Get Here?” by Cullen Roche, disciplinefunds.com, April 4, 2025.“Three Things—Tariffs, Of Course,” by Cullen Roche, disciplinefunds.com, April 7, 2025.“American Economic Association 2021-2022 Universal Academic Questionnaire Summary Statistics,” by Charles E. Scott and John J. Siegfried, jstor.org.“Three Things—Is a Recession Coming?” by Cullen Roche, disciplinefunds.com, Feb. 8, 2025.Defined Duration Investing“What Is Defined Duration Investing?” by Cullen Roche, disciplinefunds.com, Feb. 21, 2023.“Defined Duration Investing,” by Cullen Roche, paper.ssrn.com, Aug. 8, 2022.The Fed and Global Investing“Three Things—State of the Markets,” by Cullen Roche, disciplinefunds.com, Feb. 22, 2025.“Why Is International Investing Working Again?” by Cullen Roche, disciplinefunds.com, March 26, 2025.“Three Things—Weekend Reading,” by Cullen Roche, disciplinefunds.com, April 19, 2025.Other“Cullen Roche: Macro Is About Understanding the World for What It Is,” The Long View podcast, Morningstar.com, Jan. 11, 2022.Milton Friedman“NY Empire State Index: Meaning, Benefits, Example,” by Adam Hayes, Investopedia.com, June 30, 2022.William Bernstein's No-Brainer PortfolioMeb FaberThe Humble Investor, by Dan Rasmussen

Retirement Starts Today Radio
When Does Sequence of Return Risk Go Away?

Retirement Starts Today Radio

Play Episode Listen Later Apr 21, 2025 16:24


One of the biggest and often overlooked risks facing retirees is sequence-of-returns risk. The risk of experiencing investment losses early in retirement can have an impact on the sustainability of savings over the long term.  Morningstar researchers dug into this in their latest State of Retirement Income study. Their findings confirm what many retirement planners already suspect: the first five years of retirement are make-or-break. I'll also answer a listener question: "Are there advantages to moving all your mutual funds into a brokerage firm such as Schwab? " Resource: Morningstar article: How to Avoid Outliving Your Retirement Savings? It's All in the Sequence Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Get the book - out now!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement Follow Retirement Starts Today inApple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart  

Investing Insights
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Investing Insights

Play Episode Listen Later Apr 18, 2025 13:26


Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal. Key Takeaways:Why Current Market Volatility May Not Be Ending SoonHow to Keep Yourself Steady During Market VolatilityHow Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market VolatilityHow Retirees Can Mitigate Market Volatility Using the Bucket ApproachWhich Asset Classes Have Performed Best and Worst During a Recession?   What Investors Should Keep in Mind Before Going for Buying GoldWhy It's Better to Own Large Companies During an Economic SlowdownWhy Consumer Defensive Stocks Have Been Resilient During Recessions   What Sectors Have Been Hit the Hardest in Past Recessions?Create an Investment Plan and Stick to It During Market Volatility   Read about topics from this episode.  Best Investments to Own During a RecessionMorningstar's Take on Tariffs: Stock Impacts, Portfolio Tips, and MoreWhat We've Learned From 150 Years of Stock Market CrashesA Down-Market Survival Guide for Pre-RetireesA Down-Market Survival Guide for RetireesHow to Use Gold in Your PortfolioHow to Keep Your Cool in a Volatile MarketWhat Do Tariffs and Increased Recession Risk Mean for Banks?What Tariff Volatility Means for the Consumer Defensive SectorWhat Bucket Investors Should Do in Down MarketsIt Feels Different This Time—but It Probably Isn't What to watch from Morningstar. Market Volatility: What Lies Ahead in Trump's Trade WarMarket Volatility: What to Watch in Q2 After Big Swings in Q1Does it Pay to Copy Congress' Stock Trades?Can Healthcare Stocks Keep Outperforming the Market?  Read what our team is writing:Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

The Long View
Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs Are a High-Gross Profit Margin and Pricing Power'

The Long View

Play Episode Listen Later Apr 15, 2025 55:21


Our guest this week is Vincent Montemaggiore. Vince is a portfolio manager at Fidelity where he manages the Overseas Fund. The strategy is highly regarded by Morningstar's manager research team. Prior to taking over Fidelity Overseas in 2012, Vince ran Fidelity Select Banking from June 2008. He joined Fidelity as an equity analyst in 2004. Vince has a bachelor's from the University of Pennsylvania and an MBA from Columbia Business School. Vince, welcome to The Long View.BackgroundBioFidelity Series Overseas FSOSXGlobal Outlook“2025 Global Investing Outlook: Unsettling International Headlines Are Creating Opportunities for US Investors,” fidelity.com, Jan. 6, 2025.“Trump Tariffs and Investors: What They Mean for Inflation, Stocks, and the Economy,” fidelity.com, April 9, 2025.GRANOLAS Stocks Mentioned“Europe's Magnificent 7 Stocks Are Profitable—And Cheaper,” by Jocelyn Jovene, morningstar.co.uk, Feb. 19, 2024.GSKRocheASMLNestleNovartisSAPAI and Companies MentionedRELXLSEG and Microsoft PartnershipOtherHitachiTokio MarineBill KennedySammy SimnegarJed Weiss

Morning Shift Podcast
From Retirement To A Potential ‘Trumpcession,' Let's Talk Finances

Morning Shift Podcast

Play Episode Listen Later Apr 15, 2025 20:06


President Trump's back-and-forth on tariffs in recent days has led to major ups and downs in the stock market, worrying investors. So, what, if any, changes should people consider making to their portfolios. Reset gets tips from the director of personal finance and retirement planning with the firm Morningstar, author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances Christine Benz. For a full archive of Reset interviews, head over to wbez.org/reset.

Predators I've Caught With Chris Hansen

In this episode, Jeffrey David Morningstar, a former Florida police sergeant, got caught and arrested in Genesee County, Michigan sting. As part of an investigation by Chris and the Genesee Human Oppression Strike Team (GHOST), the 60-year-old was apprehended for allegedly attempting to engage in sexual activities with a 15-year-old. That is until Chris stepped in.  Morningstar was arraigned on three felony charges including child sexual abusive activity, using a computer to commit a crime, and accosting a child for immoral purposes. Learn more about your ad choices. Visit megaphone.fm/adchoices